Retirement Roots Wealth Management LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 16, 2026, Retirement Roots Wealth Management LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING RRWM charges an hourly fee of $250 per hour for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Roots Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The hourly rate for financial planning and consulting is not negotiable, however, RRWM reserves the right to waive the fee should the Client implement the plan through RRWM.”
- “Fees for financial plans are due upon delivery of the completed plan.”
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
How Retirement Roots Wealth Management LLC’s fees compare
- Its hourly rate of $250 matches the Kansas median of $250. 36% of the 59 other Kansas planners that publish an hourly rate charge less.
- 9 of the 24 other planners in Overland Park that publish an hourly rate charge less.
About Retirement Roots Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323272
- Phone
- (913) 220-6251
Other planners in Overland Park that publish fees
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspen Wealth Management, Inc.Overland Park$125/hr
- Aspyre Wealth PartnersOverland Park$150-$500/hr
- Balanced Financial Planning, Inc.Overland Park$270/hr
- Coplanning Financial LLCOverland Park$6,900, $12,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.